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Dec 3, 2013 7:00pm EST
is kind of mini, mini goldie lock, 2, 2.5% growth and 0% inflation. in that environment, long run investors which is the only kind of investing makes stones me, hang in there, ignore these blips and stay with it because the situation is not nearly as bad as professionals and others say it is. >> if you're a long term investor in the stock market, larry, absolutely agree with you. the s&p pe, that is how much you pay for each dollar of earns at not quite 17, we'll call that fairly priced, maybe fully priced but not egregious. bonds are a very different story. i don't know why any long term investor would want to be an owner of u.s. government bonds right now. why? bond yields, ten year yields bottomed out at 2.5%, made this nice rounded bottom in ten year yields and going nowhere but up and i don't think anybody would be a long term investor happy to collect say 2.75 even 3% annually just because you got money invested in ten year government bonds. >> jeff, i acknowledge that when the fed slows down and stops its bond-buying, i acknowledge there will be another rate pop and i ackno
Dec 9, 2013 7:00pm EST
over the past few years, if you've just come out of college, you're in this environment where you think that interest rates move in the opposite direction of stocks. >> right. >> because that's what it's been for the past few years, when normally speaking, they move together. >> absolutely. >> now, on friday, blockbuster jobs number, the economy is getting better, rates tick higher, going back towards 3% on the ten-year, the longer side of things, the ten-year treasury. and stocks still go up. so all of a sudden, maybe rationally -- >> i watched that happen a lot in the '80s and '90s. peter, a couple of things. today we got the flow of funds from the federal reserve. this is household net worth, stocks, bonds, equity, real estate, whatever you want. we hit a new all-time high on wealth, wealth of america. $1.9 trillion increase in the third quarter. we are now well beyond the peak which occurred in the second quarter of 2007. so wealth of america has now made a new peak. and i just want to add to that. in the gdp report we had last week, profits hit a new all-time high of $2.1 tri
Dec 2, 2013 7:00pm EST
pressure drive prices down but we're not seeing any growth. talking about zero interest rate environment but we have a bifurcation of what is happening on main street as opposed to what's happening on wall street. something has to give. it's one of the reasons why after we got through 1,715 in the s&p, i started to get concerned about this market. what we haven't seen is the growth. it's one of those things that is really starting to concern not only me but a lot of other investors. going into the end of the year, we're seeing that battle -- you're seeing the tax selling. gold will probably get hit. gold is down almost precisely what the s&p 500 is up. you could see tax selling take place there. but going into next year, i have to tell you, it's starting to feel as if maybe just maybe we might have hit that trough when it comes to disinflationary pressure, especially with that new janet yellen fed coming on board. >> i don't believe it, steve. i think forces in motion -- disinflation, so what. we have a low inflation rate, i think that's good. inflation is a tax. you lower the inflation
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